Institutional Ownership Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP). We have compiled data on the 1,955 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
383,973
shares
|
$69.2 Million
0.09% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
382,033
shares
|
$68.8 Million
1.61% of portfolio
|
Q1 2024
Added 12.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
378,391
shares
|
$68.2 Million
0.68% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
368,800
shares
|
$66.5 Million
9.06% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
367,797
shares
|
$66.3 Million
1.05% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
364,312
shares
|
$65.7 Million
17.98% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
362,372
shares
|
$65.3 Million
0.22% of portfolio
|
Q4 2024
Added 32458.13%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
359,846
shares
|
$64.9 Million
9.87% of portfolio
|
Q3 2024
Added 55.38%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
357,654
shares
|
$64.5 Million
2.85% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
354,986
shares
|
$64 Million
7.44% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
354,649
shares
|
$63.9 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Spider Management Company, LLC
Richmond, VA |
Jan 27, 2025 Q4 2024 |
343,186
shares
|
$61.8 Million
24.92% of portfolio
|
Q2 2024
Reduced 39.81%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
342,125
shares
|
$61.7 Million
8.46% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
337,510
shares
|
$60.8 Million
3.2% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
336,554
shares
|
$60.7 Million
0.22% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
336,400
shares
|
$60.6 Million
0.11% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
335,968
shares
|
$60.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 38.4%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
332,526
shares
|
$59.9 Million
13.65% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
328,519
shares
|
$59.2 Million
2.16% of portfolio
|
Q4 2024
Added 61.78%
|
|
|
Southern Farm Bureau Life Insurance
|
Jan 17, 2025 Q4 2024 |
328,428
shares
|
$59.2 Million
8.17% of portfolio
|
Q3 2023
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
323,481
shares
|
$58.3 Million
12.18% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
316,592
shares
|
$57.1 Million
7.1% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
315,120
shares
|
$56.8 Million
5.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
303,014
shares
|
$54.6 Million
5.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
302,943
shares
|
$54.6 Million
2.19% of portfolio
|
Q2 2023
Added 1026.31%
|